高盛二号人物猛烈批评美联储：早已丧失独立性

华尔街见闻2022-01-28

摘要：如果经济出现问题，美联储还能否坚定地收紧政策抗击通胀？高盛总裁并不完全相信鲍威尔有这样的勇气或意愿。1月26日，在美联储FOMC会议召开前不久，高盛的二号人物约翰·沃尔德伦（John Waldron）罕见批评了美联储高层，并对美联储的“独立性”展开了激烈质疑。据彭博社，高盛集团总裁兼首席运营官约翰·沃尔德伦批评到，美联储的政治“独立性”近年来受到了严重损害，这反过来又削弱了其在市场中的信誉。...

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精彩评论

梦之旅a
2022-01-28
梦之旅a
这篇文章不错，转发给大家看
梦之旅a
2022-01-28
梦之旅a
没跑掉？晕了！找替罪羊
卜嘢
2022-01-28
卜嘢
无论某人的逻辑再合理严谨，我都先考虑他的屁股在哪里
虎头纹
2022-01-28
虎头纹
不行可以换掉他，可惜有些地方想换掉就是神话。
夜袭女儿国
2022-01-28
夜袭女儿国
漂亮国的这一届🐶官，把美股推向深渊了哈哈哈
modder1440
2022-01-28
modder1440
治本游戏，到头来还是老百姓吃亏

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href=https://wallstreetcn.com/articles/3650929><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：如果经济出现问题，美联储还能否坚定地收紧政策抗击通胀？高盛总裁并不完全相信鲍威尔有这样的勇气或意愿。1月26日，在美联储FOMC会议召开前不久，高盛的二号人物约翰·沃尔德伦（John Waldron）罕见批评了美联储高层，并对美联储的“独立性”展开了激烈质疑。据彭博社，高盛集团总裁兼首席运营官约翰·沃尔德伦批评到，美联储的政治“独立性”近年来受到了严重损害，这反过来又削弱了其在市场中的信誉。...</p>\n\n<a 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Waldron）罕见批评了美联储高层，并对美联储的“独立性”展开了激烈质疑。据彭博社，高盛集团总裁兼首席运营官约翰·沃尔德伦批评到，美联储的政治“独立性”近年来受到了严重损害，这反过来又削弱了其在市场中的信誉。他质疑美联储是否有能力充当“独立的货币政策引擎，做它认为正确的事情，而非仅做权宜之计”。对于美联储能否真正下定决心控制通胀，在新泽西州投资委员会会议上，沃尔德伦表示：“他们在这里有机会这样做，但我有点担心他们是否会站起来这样做。”美联储的“独立性”？这位高级银行家提及，在特朗普任期内，这位仁兄经常利用他的个人影响力在推特等社交媒体上公开呼吁美联储“大撒币”，包括倡导美联储的“负利率政策”。尽管特朗普的举措遭到了他一手提拔起来的鲍威尔的反对，但事实上，美联储“洪水滔天”。在2021年全球资产复盘中，华尔街见闻提及，2021年美国在货币政策上延续了2020年“零利率”政策，维持了购债规模；在财政政策上全年维持了高水平财政支出，TGA账户余额快速下行。同时，美联储的资产负债表在过去两年中翻了一番，达到近9万亿美元。这一背景下，约翰·沃尔德伦也指责到：美联储政策导致贫富差距越来越大，那些已经拥有大量财富的人从过去十年的货币行动中继续获取了大量利益。他表示：“央行政策加剧了不平等。”如今，美联储也一直面临来自立法者的“政治反击”，受到政府在气候、种族正义等议题上的各种压力。这一背景下，沃尔德伦不禁担忧，如果经济出现一些问题，那么美联储是否还能继续其紧缩方案，特别是坚持其缩表计划呢？沃尔德伦认为，他“不完全相信”鲍威尔的美联储会有足够的勇气或意愿。因此，他表示：“我们可能需要带回保罗·沃尔克，需要有人愿意坚持到底，而不是考虑市场上到底发生了什么。”值得一提的是，在沃尔德伦此番言论发表不久，鲍威尔就在FOMC后的新闻发布会上展示了前所未有的鹰派立场，不愿再当“好好先生”了。不过，这位此前一直以“鸽派”闻名的美联储主席真的能如保罗·沃尔克那般，坚持到底管好通胀吗？“硬汉主席”保罗·沃尔克自上个世纪60年代中期，美国的通胀率就一直呈现上升态势。到了1980年3月，美国年化通胀率已经达到了14.8%的峰值。当时，市场分析普遍认为，通胀率还有可能进一步走高，呈现出此前只有欠发达国家、不稳定的经济体才会出现的剧烈通胀。这一背景下，只有一个坚持“国家长期利益”，不被威逼利诱，不惧政治打压的美联储主席，才有希望降低通胀、拯救美元的购买力同时保住美元的国际信誉。这一时刻，保罗·沃尔克英雄般地站了出来，将M1调控目标设置在5.5%，同时大幅提升利率。这些举措导致当时美国失业率上升到10%，引发了1980年、1981年连续两年自大萧条以来最糟糕的经济衰退。这导致保罗·沃尔克在当时受到了剧烈的公众抗议和政治批评。不过，在政府、产业、资本等各方施加的多种压力下保罗·沃尔克不为所动，一直坚守住了紧缩政策。最终，保罗·沃尔克带领美国成功战胜了两位数通胀，他的政策组合被广泛认为稳定了美国经济，使得美国经济在1982年末化险为夷，重新逆转，他本人也因此收获了高度赞誉。那么，若危机真的来临，谁会是下一个沃尔克？","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":639542943,"gmtCreate":1643366009203,"gmtModify":1643366009203,"author":{"id":"3447216351101792","authorId":"3447216351101792","name":"梦之旅a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3447216351101792","authorIdStr":"3447216351101792"},"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639542943","repostId":2206251738,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639546753,"gmtCreate":1643365992498,"gmtModify":1643365992498,"author":{"id":"3447216351101792","authorId":"3447216351101792","name":"梦之旅a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3447216351101792","authorIdStr":"3447216351101792"},"htmlText":"没跑掉？晕了！找替罪羊","listText":"没跑掉？晕了！找替罪羊","text":"没跑掉？晕了！找替罪羊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639546753","repostId":2206251738,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639522918,"gmtCreate":1643359995873,"gmtModify":1643359995873,"author":{"id":"3576967404922079","authorId":"3576967404922079","name":"卜嘢","avatar":"https://static.tigerbbs.com/ab5b4fa75943d84cc98fa608c8012f43","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576967404922079","authorIdStr":"3576967404922079"},"htmlText":"无论某人的逻辑再合理严谨，我都先考虑他的屁股在哪里","listText":"无论某人的逻辑再合理严谨，我都先考虑他的屁股在哪里","text":"无论某人的逻辑再合理严谨，我都先考虑他的屁股在哪里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639522918","repostId":2206251738,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639565057,"gmtCreate":1643355750819,"gmtModify":1643355750819,"author":{"id":"3546388162494555","authorId":"3546388162494555","name":"虎头纹","avatar":"https://static.tigerbbs.com/8934413c88fa3561ac1ad796c526e589","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3546388162494555","authorIdStr":"3546388162494555"},"htmlText":"不行可以换掉他，可惜有些地方想换掉就是神话。","listText":"不行可以换掉他，可惜有些地方想换掉就是神话。","text":"不行可以换掉他，可惜有些地方想换掉就是神话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639565057","repostId":2206251738,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639568913,"gmtCreate":1643354271638,"gmtModify":1643354271638,"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3556430317654104","authorIdStr":"3556430317654104"},"htmlText":"漂亮国的这一届🐶官，把美股推向深渊了哈哈哈","listText":"漂亮国的这一届🐶官，把美股推向深渊了哈哈哈","text":"漂亮国的这一届🐶官，把美股推向深渊了哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639568913","repostId":2206251738,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetTy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